See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,165 | $78,672+5.7% | $109,143-23.8% | $85,850-3.1% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 12.47% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,921 | $2,735+6.8% | $3,722-21.5% | $2,565+13.9% |
| Participant deferral / active EE | $3,450 | $3,467-0.5% | $4,653-25.9% | $3,952-12.7% |
| Admin fee / account holder | $2,047 | $5,469-62.6% | $6,752-69.7% | $6,260-67.3% |